INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.2%.
About INVESCO LTD
Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.
The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.
Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.
In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.
Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,708 | -4.3% | 255,393 | +10.9% | 0.89% | -2.4% |
| Q2 2023 | $3,873 | +27.4% | 230,393 | +24.3% | 0.91% | +13.6% |
| Q1 2023 | $3,040 | -8.8% | 185,393 | 0.0% | 0.80% | +4.6% |
| Q4 2022 | $3,335 | -99.9% | 185,393 | 0.0% | 0.76% | +21.8% |
| Q3 2022 | $2,540,000 | -15.1% | 185,393 | 0.0% | 0.63% | -9.9% |
| Q2 2022 | $2,990,000 | -30.1% | 185,393 | 0.0% | 0.70% | -10.8% |
| Q1 2022 | $4,275,000 | +0.2% | 185,393 | 0.0% | 0.78% | +4.6% |
| Q4 2021 | $4,268,000 | -4.5% | 185,393 | 0.0% | 0.75% | -13.9% |
| Q3 2021 | $4,470,000 | -9.8% | 185,393 | 0.0% | 0.87% | -10.0% |
| Q2 2021 | $4,956,000 | +6.0% | 185,393 | 0.0% | 0.96% | -4.1% |
| Q1 2021 | $4,676,000 | +44.7% | 185,393 | 0.0% | 1.00% | +34.0% |
| Q4 2020 | $3,231,000 | +52.8% | 185,393 | 0.0% | 0.75% | +32.3% |
| Q3 2020 | $2,115,000 | – | 185,393 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |